Aptus Capital Advisors, LLC

SEC CIK: 0001664193
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

V holding history

Visa Inc. in every 13F filed by Aptus Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overview All 13F holders of V Full Q2 2026 holdings

Shares (Q2 2026): 236,653
Value: $81.2M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of V by Aptus Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	236,653	$81.2M	0.6%	+8,902+3.9%	Added	Holders
Q1 2026	227,751	$68.8M	0.6%	−10,769−4.5%	Reduced	Holders
Q4 2025	238,520	$83.7M	0.7%	+12,062+5.3%	Added	Holders
Q3 2025	226,458	$77.3M	0.7%	+5,843+2.6%	Added	Holders
Q2 2025	220,615	$78.3M	0.8%	+20,299+10.1%	Added	Holders
Q1 2025	200,316	$70.2M	0.8%	+17,658+9.7%	Added	Holders
Q4 2024	182,658	$57.7M	0.7%	+30,185+19.8%	Added	Holders
Q3 2024	152,473	$41.9M	0.6%	+23,638+18.3%	Added	Holders
Q2 2024	128,835	$33.8M	0.6%	+18,523+16.8%	Added	Holders
Q1 2024	110,312	$30.8M	0.7%	+11,354+11.5%	Added	Holders
Q4 2023	98,958	$25.8M	0.8%	−781−0.8%	Reduced	Holders
Q3 2023	99,739	$22.9M	0.7%	+3,916+4.1%	Added	Holders
Q2 2023	95,823	$22.8M	0.7%	−786−0.8%	Reduced	Holders
Q1 2023	96,609	$21.8M	0.6%	+10,147+11.7%	Added	Holders
Q4 2022	86,462	$18.0M	0.6%	+32,509+60.3%	Added	Holders
Q3 2022	53,953	$9.59M	0.3%	+2,419+4.7%	Added	Holders
Q2 2022	51,534	$10.1M	0.3%	+364+0.7%	Added	Holders
Q1 2022	51,170	$11.3M	0.3%	+8,268+19.3%	Added	Holders
Q4 2021	42,902	$9.30M	0.3%	−16,760−28.1%	Reduced	Holders
Q3 2021	59,662	$13.3M	0.5%	+6,647+12.5%	Added	Holders
Q2 2021	53,015	$12.4M	0.6%	+6,735+14.6%	Added	Holders
Q1 2021	46,280	$9.80M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.